MWP
Meredith Wealth Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
9,788
+31
| +0.3% | +$6.36K | 0.73% | 20 |
|
|
2025
Q1 | $2.17M | Sell |
9,757
-312
| -3% | -$69.3K | 0.96% | 17 |
|
|
2024
Q4 | $2.52M | Buy |
10,069
+886
| +10% | +$222K | 1.12% | 16 |
|
|
2024
Q3 | $2.14M | Sell |
9,183
-6
| -0.1% | -$1.4K | 1.02% | 14 |
|
|
2024
Q2 | $1.94M | Sell |
9,189
-1
| -0% | -$211 | 1.01% | 14 |
|
|
2024
Q1 | $1.58M | Sell |
9,190
-11
| -0.1% | -$1.89K | 0.88% | 17 |
|
|
2023
Q4 | $1.77M | Buy |
9,201
+4
| +0% | +$770 | 1.1% | 13 |
|
|
2023
Q3 | $1.57M | Buy |
9,197
+2,564
| +39% | +$439K | 1.17% | 13 |
|
|
2023
Q2 | $1.29M | Sell |
6,633
-2,513
| -27% | -$487K | 1.05% | 12 |
|
|
2023
Q1 | $1.51M | Sell |
9,146
-92
| -1% | -$15.2K | 1.21% | 12 |
|
|
2022
Q4 | $1.2M | Buy |
+9,238
| New | +$1.2M | 1.03% | 12 |
|